See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,288 | $59,805-15.9% | $79,550-36.8% | $68,494-26.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.70% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $6,616 | $1,505+339.6% | $2,413+174.2% | $2,596+154.8% |
| Participant deferral / active EE | $4,293 | $3,024+42.0% | $3,985+7.7% | $4,027+6.6% |
| Admin fee / account holder | $2,541 | $4,835-47.4% | $6,832-62.8% | $5,403-53.0% |